Team - Operations

Ms. Taylor is an Operations Analyst at Altrius Capital Management. At Altrius, Ms. Taylor is responsible for maintaining management systems while developing and implementing service initiatives for the firm’s private clients.

Ms. Hendrick-Smith is the Director of Client Service and Compliance Manager with Altrius responsible for directing client service and compliance administration. Prior to joining Altrius in 2001, she spent seven years with the...

Altrius Capital Management , Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm’s Form ADV Disclosure Brochure.

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Global Investment Performance Standards (GIPS®) Disclosure

The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. A complete list and description of firm composites is available upon request.